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Holly Lee Walker Davis

Alta Via Financial Planning

Seattle, WA

Seattle, WA

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Current Employers
Alta Via Financial Planning

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-24
WA RA APPROVED 2023-07-25
  • TX RA
    APPROVED_RES
    Since 2024-06-24
  • WA RA
    APPROVED
    Since 2023-07-25

Branch Locations

2366 Eastlake Avenue E Ste 426, Seattle, WA 98102 • United States

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Canoe Financial Planning, Inc. Seattle WA 01/2016 07/2017
603 Financial, Inc. Dba Goddard Financial Planning Seattle WA 07/2017 02/2021
603 Financial, Inc. Dba Arrivity Financial Planning Seattle WA 02/2021 12/2022
Alta Via Financial Planning Llc Seattle WA 02/2023 Present
  • 01/2016 → 07/2017
    Blue Canoe Financial Planning, Inc.
    Seattle, WA
  • 07/2017 → 02/2021
    603 Financial, Inc. Dba Goddard Financial Planning
    Seattle, WA
  • 02/2021 → 12/2022
    603 Financial, Inc. Dba Arrivity Financial Planning
    Seattle, WA
  • 02/2023 → Present
    Alta Via Financial Planning Llc
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-17
  • S65 Uniform Investment Adviser Law Examination
    2015-09-17
Designations
Other Names
  • Holly Lee Walker
  • Holly Lee Walker Davis

View on SEC IAPD

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